Quartyl Product Manual
A complete, feature-accurate guide to the Quartyl workspace — studies, benchmarking, results, reports, evidence, audit trails, risk and administration.
Audit Trails: The Complete Study Chronology
The study chronology across the firm: every state change, review, override and access event in time order with identity, plus the cross-study forensic search.
Read docEvidence Repository: Search, Review and Export
The Quartyl Evidence Repository: global cross-study evidence search with filters, the per-comparable review workspace, and the export path into a SHA-256-hashed audit packet.
Read docThe Excel Workbook: Every Sheet Explained
The Excel workbook sheet by sheet: Strategy, Search Result, Accept Reject Matrix, Financial Results, Margin Analysis and Web Analysis, plus how the workbook is produced, stored and downloaded.
Read docHelp Center: In-App Guidance and Tutorials
Every in-app help topic mapped to its full Quartyl manual page: the three Help tabs, the eleven in-app guides, the legal documents, and how the two stay in sync.
Read docPredictive Risk Engine: Audit, Litigation, Defensibility
Three deterministic risk scores per study: an audit exposure index, a dispute index and the A-to-F defensibility grade, read together as a triage set.
Read docThe Screening Pipeline: Quantitative to Qualitative (8 Steps)
The eight-step async analysis pipeline in Quartyl: quantitative, qualitative and AI screening, gated web research and deep screening, final analysis, per-step progress.
Read docReading the Statistical Results: Range, IQR and Percentiles
How to read the statistical results: accepted comparables distribution, median, the applied arm’s length band, percentiles, CV, and tested party position inside the range.
Read docStudy Lifecycle: From Draft to Final Archive
The Quartyl study state machine end to end: the ten workflow states, which roles drive each transition, the deferred report and document legs, and the rejected and failed recovery paths.
Read docTeam Management: Invites, Roles and Reports-To
The team console in Quartyl: the member roster, invitations and claim-account flow, role assignment rules, reports-to chains and what happens to studies when a member is removed.
Read docWhat is Quartyl? The Transfer Pricing OS, Explained
Quartyl is a multi-tenant transfer pricing OS: an auditable benchmarking pipeline, a governed study workflow, evidence capture and predictive risk — not a report generator.
Read docThe Master Report: Seven Chapters and Twelve Annexures
How the Word master report is built: seven chapters, annexures A–L, the deterministic engine, the narrative slots, and the one content stream the PDF shares.
Read docBottleneck Tracking: Where Work Stalls and Why
The workflow-health view: time each study spends per state, the 48-hour at-risk flag, the rejection log with bounce counts, and using it to keep the queue moving.
Read docCreating a Study: The 3-Step Configuration Wizard
Create a study in the Quartyl three-step wizard: the study identity and data file, the tested party context, the benchmarking parameters, and what the pipeline does after you submit.
Read docDigital War Room: Screenshots, Snippets and Source Evidence
The per-comparable evidence wall: timestamped screenshots, extracted document snippets and source URLs with capture time, plus how each capture and each ledger event reaches the wall.
Read docFirm Settings: Tenant Configuration Overview
Overview of the Quartyl firm settings panel: the tabs, what is configured tenant-wide versus per study, secret masking, and who can read, change or reset each block.
Read docQuantitative Screening in Quartyl: Filters and Results
Quantitative screening in Quartyl: the exact filter order from multi-year completeness to RPT and revenue thresholds, Golden Rule aggregation, and the recorded rejection reason per company.
Read docRisk and Reliability Scores: What the Numbers Mean
What the benchmark risk and reliability scores actually are: fixed additive point tables over the accepted set’s dispersion, size, loss share, outliers and range tightness.
Read docRoles & Permissions: Analyst to Superadmin
The five Quartyl roles — Analyst, Manager, Partner, Firm Admin, Superadmin — what each may do to a study, the MFA mandate, and the plan-feature boundary.
Read docHow Risk Scores Are Computed: Factor Weights and Thresholds
The factor model behind the risk engine: audit and litigation weights, the five weighted defensibility criteria, the A-to-F bands and the status thresholds.
Read docTroubleshooting: Common Errors and Fixes
Symptom, cause and fix for real failure paths: rejected uploads, undetected columns, a dump too thin for the selected PLI, stuck or failed runs, expired dumps, login and MFA issues.
Read docAI Screening: How It Scores Companies and Cites Evidence
AI screening in Quartyl: LLM FAR analysis of each comparable against the tested party, verbatim evidence quotes, the outcome categories, human override and the gated deep pass.
Read docThe Immutable Evidence Ledger: Capture, Events and Snapshots
The append-only per-comparable ledger: event types, per-event fields, the rule that corrections are new events, and how the ledger powers the audit packet and accept-reject defense.
Read docBranding and White-Label: Firm Name and Accent Color in the Workspace
How white-label branding works in Quartyl: the firm brand name and accent color, where they show in the workspace, the design-token override, and why generated reports stay platform-branded.
Read docCharts and Visualisations in the Results Dashboard
Every chart the results view renders: the overview gauges, arm’s length range strip, screening funnel, rejection donut, PLI histogram, percentile curve and industry bars.
Read docClaiming Your Account: The Invitation Flow
How an invited team member claims their Quartyl account: the 72-hour onboarding link, the details you set, MFA enrolment after the claim, and failed-link states.
Read docFrequently Asked Questions
Answers to the questions firms ask before and during adoption: what Quartyl is, tenant isolation, seats, AI overrides, white-label, what leaves the platform, reports and workflow.
Read docGenerating the Final Document: On-Demand Engagement Details
On-demand final document generation: the partner popup, the engagement details and narrative overrides, the job, the Word and PDF legs, and what the run does to the study state.
Read docOverride Micro-Ledger and the AI Ground-Truth Registry
The granular record of every disposition override with mandatory rationale, identity and the linked AI reason, plus the cross-study registry of standardized AI reasons.
Read docPortfolio Risk: Aggregating Risk Across Studies
The firm-level rollup: audit-band counts, the average audit index and the average defensibility score across every study with a finished analysis.
Read docSetting Up the Tested Party Profile (FAR, Functions, Assets, Risks)
The tested party profile in a Quartyl study: the entity under benchmark, the FAR characterization derived from functions, assets and risks, and how the profile drives the search and the screening.
Read docAccess and Security Logs
The firm-level security event log: logins, failed logins, MFA events, role changes, invitations, ledger exports and API key activity, with IP and user-agent context.
Read docContact Support and Priority Support
How Quartyl support actually works in the product: the standard and priority cards on the Support tab, the feedback form and its webhook, and what the priority_support plan feature really changes.
Read docUploading Your Data File: Formats, Column Detection and Mapping
Upload a comparables data file to Quartyl: the accepted Excel formats, the upload and preview flow, how column detection recognizes the financial lines, and the mapping review.
Read docIndustry Diagnostics: Margins, Trends and Risk Profiles
Industry diagnostics across completed studies: margin profiles by industry, year-by-year margin trends and per-segment risk profiles used to sanity-check a benchmark before and after the run.
Read docSign In and MFA: TOTP Setup, Recovery Codes and Rate Limits
Signing into Quartyl by password, Google or firm SSO, with TOTP two-factor where it applies: enrolment, the ten one-time recovery codes, and how mandates resolve per role.
Read docAudit Packet Export and Retention Management
Exporting the per-study audit packet: the ZIP of ledger, captures and snapshots with SHA-256 integrity hashes, plus retention windows, status and purging.
Read docWhite-Label Branding: Firm Name and Accent Colour
The white_label plan feature: the firm brand name and accent color in the workspace, where branding is configured in Firm Settings, and why the generated reports stay on the platform identity.
Read docStudy Risk Drill-Down: From Score to Action
Opening one study inside the risk engine: the per-factor breakdown, which recorded figure drove each factor, and the fix that actually moves the score.
Read docTP Defaults: Tenant-Wide Benchmarking Configuration
The tenant-wide TP defaults document in Quartyl: jurisdiction, PLI, permitted methods, arm length range and base currency, what the block records, and what the study wizard actually starts from.
Read docExporting Ledgers: CSV, Excel and Certified PDF
The three ledger export formats: CSV and Excel as working files, and a PDF carrying a SHA-256 content fingerprint and certification block for the proceeding.
Read docChoosing PLI, Years and Benchmarking Parameters
The parameters stored on every Quartyl study: the PLI and its formula, the data years and averaging method, the TNMM method, and the search scope filters that drive the run.
Read docChangelog and Release Notes
How you learn what changed in Quartyl: the product publishes no version numbers or dated release history, so this page explains what does signal a change, how deprecation is handled, and where to ask.
Read docBenchmarking Results List: Comparing Analysed Studies
The benchmarking results list across analysed studies: study, entity, state, total entities, arm length conclusion and accepted-rejected counts, paginated for side-by-side review.
Read docSecurity Settings: MFA Mandates and Access Controls
The Quartyl security settings: the firm-wide MFA mandate and the per-role list behind it, TOTP recovery, session timeout, IP allowlist and audit retention — and what the product acts on today.
Read docWebsite Enrichment: Where Comparable Descriptions Actually Come From
By default Quartyl does not crawl comparable websites; descriptions come from the dump you upload. The optional Web Research step reads the open web.
Read docWorkspace Tour: Dashboard, Sidebar and Navigation
A map of the Quartyl workspace: the dashboard KPIs and activity feed, the sidebar navigation and its role-based views, and where every major capability lives.
Read docThe Comparables Grid: Review, Accept, Reject and Override
The Quartyl comparables grid: every screened company with PLI, status and disposition, the details panel, reviewer overrides with a recorded reason, and how the grid feeds the range.
Read docYour First Study in 10 Minutes (Quickstart)
From empty workspace to a benchmarked study: create it in the three-step wizard, upload and map the Excel dump, pick the PLI and averaging basis, run the pipeline and read the arm's length range.
Read docSecurity and Data: The Controls the Code Implements
What Quartyl enforces in code: tenant isolation, roles, TOTP MFA, per-action audit logging, a hash-sealed evidence ledger and short-lived signed links; which answers the deployment decides.
Read docWorkflow Configuration: Review Routing and Approvals
How the Quartyl review workflow is put together: the fixed state machine, who reviews and who signs off, how review routing follows the reports-to chain, and the approval queue behavior.
Read docMulti-Year Data: How Averaging Is Applied
How Quartyl consolidates multi-year comparables data: the detected years, the Golden Rule aggregation of raw financials, the single-year and multi-year choices, and the consistency a TPO expects.
Read docBilling and Usage: Plans, Quotas, Seats and Invoices
The Quartyl billing console: the plan record and its status, the study and report quotas, the seat budget, saved payment methods, checkout behaviour, and the invoice ledger.
Read docManager Review: Approving, Sending Back and Overriding
The In Review state in a Quartyl study: what the reviewer sees, approving into Report Generated, sending back with recorded reasons, and overriding comparable verdicts.
Read docQuartyl Glossary: Product Terms and Where They Live
The product vocabulary of Quartyl, defined: study and its states, the tested party profile, dump data, the comparables grid, override rationale, the evidence ledger and the risk scores.
Read docOverrides: Recording Rationale and Why the Audit Ledger Cares
Overrides in Quartyl: what counts as an override, the mandatory rationale with actor identity and timestamp, the per-study micro-ledger, and aggregation into the cross-study ground-truth registry.
Read docPartner Sign-Off and Final Archiving
The back half of the Quartyl workflow: Report Generated, the on-demand Word and PDF document that produces Document Generated, the partner sign-off, and exactly what the archive locks and preserves.
Read docQualitative Data: The Per-Comparable Record and How You Act On It
What Quartyl stores in a comparable’s qualitative record — score, confidence and rationale — what is deliberately not in it, and how reviewer judgment enters as a disposition.
Read docUpgrading Seats and Managing Usage Quotas
How seat and study upgrades work in Quartyl: the checkout order flow, what the payment worker activates, and how upgrades behave while the payment gateway is off.
Read docDeveloper Console: API Keys and the External Read API
The Quartyl developer console: minting and revoking read-only API keys, how keys are stored and scoped, the external study API for integrations, and owner-scoped platform keys for superadmins.
Read docMy Tasks and Approvals: Working the Review Queue
What My Tasks / Approvals actually is in Quartyl — the state-tabbed study list behind the sidebar entry — how the dashboard approval queue is built per role, and what acting on an item moves.
Read docRaw Dump Data: Inspection and Reuse After Screening
Raw dump data in Quartyl: the parquet persisted after quantitative screening, inspecting the numbers behind every filter decision, reuse across re-runs, and the per-tenant retention window.
Read docPlan Features: What Each Tier Unlocks
The eleven Quartyl plan features with their keys, labels and suggested tiers, plus how gating works: hidden entry points, route redirects and enforced 403s at the API.
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Read the manual, then run the study
Every page in this manual maps to a real feature in your workspace. Sign in and follow along with your own study.